Difference between revisions of "System Configuration"
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The System Configuration section of the [[Global Settings]] page contains links to the following configuration pages: | The System Configuration section of the [[Global Settings]] page contains links to the following configuration pages: | ||
| − | * [[ | + | * [[User Role|User Roles]] |
| − | * [[ | + | * [[Client Categories|Company Categories]] |
| − | * [[ | + | * [[Search Custom Fields|Custom Fields]] |
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* [[Address Types]] | * [[Address Types]] | ||
| − | * [[ | + | * [[Field Revision Annotations|Annotation Types]] |
| − | * [[ | + | * [[Notes|Note Types]] |
| − | * [[System | + | * [[System Variables]] |
| − | + | * [[Language Library]] | |
| − | * [[ | + | * Configuration Recorder Librbary |
| − | * | + | * [[Global Search]] |
| − | + | * [[Filter|Search Filters]] | |
| − | * [[ | + | * [[Versioning|SmartVersioning]] |
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| − | * [[ | ||
The following options are also displayed: | The following options are also displayed: | ||
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* '''Enable Multiple Address''' - See [[Address Types]] for more information on this feature. | * '''Enable Multiple Address''' - See [[Address Types]] for more information on this feature. | ||
* '''[[Enable Translation Service|Enable Field Translation Service]]''' - allows for language translation of data entered into text fields, achieved by integration with Google Translate | * '''[[Enable Translation Service|Enable Field Translation Service]]''' - allows for language translation of data entered into text fields, achieved by integration with Google Translate | ||
| − | * '''Enable Google Drive | + | * '''Enable Google Drive Lookup for File Fields''' - Allow to upload files from Google Drive for any File Upload custom fields (Please contact Support when first enabling this feature) |
| − | + | * '''Enable Online Editing''' – provides [[User|users]] with the ability to open, edit, and save edited files to [[SmartSimple]]. This feature is used in conjunction with a desktop plug-in that must be downloaded and installed in any workstation where you wish to use this feature. See [[Online File Editing]]. | |
| − | * '''Online Editing''' – provides [[User|users]] with the ability to open, edit, and save edited files to [[SmartSimple]]. This feature is used in conjunction with a desktop plug-in that must be downloaded and installed in any workstation where you wish to use this feature. See [[Online File Editing]]. | + | * '''[[Enable warning upon navigation from unsaved forms]]''' - users will be presented with a dialog box asking for confirmation to leave the page upon navigating away from an edited, unsaved record. |
| − | * '''[[Enable warning upon navigation from unsaved forms]]''' - users will be presented with a dialog box asking for confirmation to | + | * '''Disable All Workflows''' - ability to disable re-enable all workflows from triggering. This can be used when importing or batch updating records and don't want workflows and notifications to trigger. |
<!--* '''Hide record lock from user who has the record locked''' - See [[Record Lock#Hiding the Record Lock Notification|Record Lock]].--> | <!--* '''Hide record lock from user who has the record locked''' - See [[Record Lock#Hiding the Record Lock Notification|Record Lock]].--> | ||
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<!--* '''Enable warning when deleting files''' - See [[Deleting Files from SmartFolders]]. | <!--* '''Enable warning when deleting files''' - See [[Deleting Files from SmartFolders]]. | ||
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[[Category:Global Settings]] | [[Category:Global Settings]] | ||
Latest revision as of 14:12, 1 October 2019
The System Configuration section of the Global Settings page contains links to the following configuration pages:
- User Roles
- Company Categories
- Custom Fields
- Address Types
- Annotation Types
- Note Types
- System Variables
- Language Library
- Configuration Recorder Librbary
- Global Search
- Search Filters
- SmartVersioning
The following options are also displayed:
- Activate SmartCheck Validation - See SmartCheck Validation for more information on this feature.
- Enable Multiple Address - See Address Types for more information on this feature.
- Enable Field Translation Service - allows for language translation of data entered into text fields, achieved by integration with Google Translate
- Enable Google Drive Lookup for File Fields - Allow to upload files from Google Drive for any File Upload custom fields (Please contact Support when first enabling this feature)
- Enable Online Editing – provides users with the ability to open, edit, and save edited files to SmartSimple. This feature is used in conjunction with a desktop plug-in that must be downloaded and installed in any workstation where you wish to use this feature. See Online File Editing.
- Enable warning upon navigation from unsaved forms - users will be presented with a dialog box asking for confirmation to leave the page upon navigating away from an edited, unsaved record.
- Disable All Workflows - ability to disable re-enable all workflows from triggering. This can be used when importing or batch updating records and don't want workflows and notifications to trigger.
